MERRICK FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MERRICK FAMILY FOUNDATION (EIN 75-2851383)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201141329349101224
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T11:32:09-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Ross Avenue Suite 1800 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752012997 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752851383 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRICK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MERR | NameControl |
| Phone | 2146928116 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIER | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICK MERRICK | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2149991400 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1037796 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 202591 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 69959 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 69959 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 145 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 145 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12504 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 467562 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12504 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 285199 | TotalRevenueAndExpenses |
| Total Net Investment Income | 82608 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 7622 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7622 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2100 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 30 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 9752 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7652 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 735818 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 735818 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 745570 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7652 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 735818 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -460371 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74956 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 486910 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 284042 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 284042 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 762175 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 307118 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 551163 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 61653 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 202591 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1249085 | TotalAssetsBOY |
| Total Assets EOY | 652813 | TotalAssetsEOY |
| Total Assets EOYFMV | 1037796 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Paid In Or Capital Surplus BOY | 837977 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 652813 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 411108 | RetainedEarningsBOY |
| Total Net Assets BOY | 1249085 | TotalNetAssetsBOY |
| Total Net Assets EOY | 652813 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1249085 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 652813 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1249085 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -460371 | ExcessOfRevenueOverExpenses |
| Other Increases | 5037 | OtherIncreases |
| Subtotal | 793751 | Subtotal |
| Other Decreases | 140938 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 652813 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| DUNE ENERGY INC SR SECURED NOTES CALLABLE CPN 10.500% DUE 06/01/12 | 2008-07-02 | 2010-01-05 | 21700 | 28562 | -6862 | -6862 |
| AVENTINE RENEWABLE ENERGY SENIOR NOTES CALLABLE CPN 10.0% DUE 04/01/17 | 2010-01-08 | 37625 | 35194 | 2431 | 2431 | |
| AMR REAL ESTATE PTR/FIN SR NOTES CALLABLE CPN 7.125% DUE 02/15/13 DTD | 2008-02-12 | 2010-01-15 | 19433 | 17551 | 1882 | 1882 |
| FORD MOTOR CREDIT CO GLOBAL NOTES CPN 7.000% DUE 10/01/13 DTD 09/23/03 | 2010-02-16 | 29213 | 19266 | 9947 | 9947 | |
| US CONCRETE INC SR SUB NOTES CALLABLE CPN 8.375% DUE 04/01/14 DTD | 2008-07-02 | 2010-02-24 | 6133 | 9757 | -3624 | -3624 |
| CALLON PETROLEUM CO | 2010-03-30 | 5375 | 770 | 4605 | 4605 | |
| NEKTAR THERAPEUTICS CONVERTIBLE NTS CPN 3.25% DUE 09/28/12 DTD | 2008-01-31 | 2010-03-03 | 31954 | 26813 | 5141 | 5141 |
| SIRIUS SATELLITE RADIO SR NOTES CALLABLE CPN 9.625% DUE 08/01/13 | 2006-06-20 | 2010-04-16 | 64984 | 57893 | 7091 | 7091 |
| AMKOR TECHNOLOGIES INC SR NOTES CALLABLE CPN 7.75% DUE 05/15/13 | 2010-06-03 | 45581 | 39090 | 6491 | 6491 | |
| BRIGHAM EXPORATION CO SR NOTE CALLABLE CPN 9.625% DUE 05/01/14 | 2008-02-01 | 2010-09-27 | 31560 | 26400 | 5160 | 5160 |
| METROPCS WIRELESS INC SR NOTES CALLABLE DTD 11/01/07 FC 05/01/08 | 2008-01-25 | 2010-09-21 | 27203 | 23948 | 3255 | 3255 |
| TRUMP ENTERTAINMENT RESORTS INC ESCROW | 91 | 51536 | -51445 | -51445 | ||
| CRICKET COMMUNICATIONS I GTD SR NOTES CALLABLE CPN 9.375% DUE 11/01/14 | 2000-01-25 | 2010-11-19 | 50430 | 43920 | 6510 | 6510 |
| STONERIDGE INC GLOBAL NOTES CALLABLE CPN 11.500% DUE 05/01/12 | 2010-11-04 | 61000 | 58240 | 2760 | 2760 | |
| AFFYMETRIX INC CONVERTIBLE NTS LNKD TO AFFX CALLABLE CPN 3.500% | 2009-03-06 | 2010-12-15 | 35280 | 16118 | 19162 | 19162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12504 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 278208 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1162630 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.239292 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 307550 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1075305 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.286012 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 391111 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 416694 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.938605 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 315314 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 493069 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.639493 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 351493 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 368682 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.953377 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.056779 | TotalDistributionRatio |
| Average Distribution Ratio | 0.611356 | AverageDistributionRatio |
| Net Noncharitable Assets | 1199904 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 733569 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 750 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 734319 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 735818 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 750 | InvestmentIncomeExciseTax |
| Subtotal | 750 | Subtotal |
| Tax Based On Investment Income | 750 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 19 | PenaltyForUnderpayment |
| Tax Due | 769 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS A MERRICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2146928116 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIER | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Relying Curr Notice Disaster Asst1 | X | RelyingCurrNoticeDisasterAsst1 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| NICHOLAS A MERRICK | ||||||
| 3625 GREENBRIER | DALLAS | TX | 75225 | PRESIDENT | 0 | 0 |
| LESLIE T MERRICK | ||||||
| 3625 GREENBRIER | DALLAS | TX | 75225 | SECRETARY | 0 | 0 |
| JUDITH L MERRICK | ||||||
| 3625 GREENBRIER | DALLAS | TX | 75225 | DIRECTOR | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 754331 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 463846 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1218177 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1218177 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18273 | CashDeemedCharitable |
| Net Noncharitable Assets | 1199904 | NetNoncharitableAssets |
| Minimum Investment Return | 59995 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59995 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 750 | TaxBasedOnInvestmentIncome |
| Total Tax | 750 | TotalTax |
| Distributable Amount Before Adj | 59245 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 59245 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 59245 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 735818 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 735818 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 750 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 735068 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 59245 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 334683 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 293700 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 370520 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 255389 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 222135 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1476427 | TotalExcessDistriCarryover |
| Qualifying Distributions | 735818 | QualifyingDistributions |
| Applied To Current Year | 59245 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 676573 | RemainingDistriFromCorpus |
| Total Corpus | 2153000 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 334683 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1818317 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 293700 | ExcessFromYear4 |
| Excess From Year3 | 370520 | ExcessFromYear3 |
| Excess From Year2 | 255389 | ExcessFromYear2 |
| Excess From Year1 | 222135 | ExcessFromYear1 |
| Excess From Current Year | 676573 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICHOLAS A MERRICK | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| PARK CITIES PRESBYTERIAN CHURCH | ||||||||
| 4124 OAK LAWN | DALLAS | TX | 75219 | N/A | PUBLIC CHARITY | SUPPORT OF CHURCH | $104,000 | |
| PROVIDENCE CHRISTIAN SCHOOL OF TEXAS | ||||||||
| 5002 W LOVERS LANE | DALLAS | TX | 75209 | N/A | PUBLIC CHARITY | CHRISTIAN EDUCATION PROGRAM | $170,473 | |
| DALLAS THEOLOGICAL SEMINARY | ||||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PUBLIC CHARITY | CHRISTIAN EDUCATION PROGRAM | $10,000 | |
| DALLAS PREGNANCY RESOURCE CENTER | ||||||||
| 12959 JUPITER ROAD SUITE 140 | DALLAS | TX | 75238 | N/A | PUBLIC CHARITY | PREGNANCY RESOURCE CENTER | $5,000 | |
| YOUNG LIFE | ||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | CHRISTIAN YOUTH PROGRAM | $35,000 | |
| CATHOLIC CHARITIES USA | ||||||||
| SIXTY-SIX CANAL CENTER PLAZA STE 60 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | CHRISTIAN RELIEF AND DEVELOPMENT | $10,000 | |
| FOOD FOR THE HUNGRY INC | ||||||||
| 1220 E WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | PUBLIC CHARITY | CHRISTIAN RELIEF AND DEVELOPMENT | $65,000 | |
| RONALD MCDONALD HOUSE OF DALLAS | ||||||||
| 5641 SOUTHWESTERN MEDICAL AVE | DALLAS | TX | 75235 | N/A | PUBLIC CHARITY | HOME FOR FAMILIES OF SERIOUSLY ILL CHILDREN | $1,000 | |
| CISTERCIAN PREPARATORY SCHOOL | ||||||||
| 3660 CISTERCIAN ROAD | IRVING | TX | 75039 | N/A | PUBLIC CHARITY | EDUCATIONAL SUPPORT | $116,000 | |
| GREY NUNS OF THE SACRED HEART | ||||||||
| 1750 QUARRY ROAD | YARDLEY | PA | 19067 | N/A | PUBLIC CHARITY | SUPPORT OF CHRISTIAN MINISTRIES | $1,000 | |
| THE HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | N/A | PUBLIC CHARITY | EDUCATIONAL SUPPORT | $10,000 | |
| DIOCESE OF DALLAS | ||||||||
| 3725 BLACKBURN STREET | DALLAS | TX | 75219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $40,000 | PO BOX 190507 |
| BROTHERS OF THE CHRISTIAN SCHOOLS | ||||||||
| 6001 AMMENDALE ROAD | BELTSVILLE | MD | 20704 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | PO BOX 1710 |
| SETON-LA SALLE CATHOLIC HIGH SCHOOL | ||||||||
| 1000 MCNEILLY ROAD | PITTSBURGH | PA | 15226 | N/A | PUBLIC CHARITY | EDUCATIONAL INSTITUTION | $60,000 | |
| SOUTH FRANKLIN COUNTY VOLUNTEER FIRE DEPARTMENT | ||||||||
| HIGHWAY 37 | MOUNT VERNON | TX | 754570597 | N/A | PUBLIC CHARITY | PUBLIC SERVICE ORGANIZATION | $1,000 | |
| PINE COVE | ||||||||
| PO BOX 9055 | TYLER | TX | 75711 | N/A | PUBLIC CHARITY | CHRISTIAN YOUTH CAMP | $6,595 | |
| EDIFY | ||||||||
| PO BOX 870 | CARTHAGE | NC | 28327 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |
| EAST LANIER COMMUNITY CHURCH | ||||||||
| 4907 GOLDEN PARKWAY STE 500 | BUFORD | GA | 30518 | N/A | PUBLIC CHARITY | MISSION TRIP | $250 | |
| STUDENT MOBILIZATION | ||||||||
| PO BOX 567 | CONWAY | AR | 72033 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |
| CHRISTIAN UNION | ||||||||
| 240 NASSAU STREET | PRINCETON | NJ | 08542 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |
| SPRING VALLEY ATHLETIC ASSOCIATION | ||||||||
| 13650 TI BLVD 209 | DALLAS | TX | 75243 | N/A | PUBLIC CHARITY | YOUTH SPORTS PROGRAM | $3,000 | |
| NATIONAL HERITAGE FOUNDATION INC | ||||||||
| 6201 LEESBURG PIKE | FALLAS CHURCH | VA | 22044 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 | |
| VITAE FOUNDATION | ||||||||
| 1731 SOUTHRIDGE DR STE D | JEFFERSON CITY | MO | 65109 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 | |
| UNIVERSITY OF VIRGINIA FUND | ||||||||
| PO BOX 400228 | CHARLOTTESVILLE | VA | 22904 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 | |
| BUCKNER FOUNDATION | ||||||||
| 600 N PEARL ST SUITE 2000 | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 | |
| INSIGHT FOR LIVING | ||||||||
| 7160 N DALLAS PARKWAY 100 | PLANO | TX | 75024 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 | |
| COUNCIL FOR LIFE | ||||||||
| 4516 LOVERS LN PMB 103 | DALLAS | TX | 75225 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 | |
| FELLOWSHIP OF ST JAMES | ||||||||
| PO BOX 410788 | CHICAGO | IL | 60641 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 | |
| ST RITA CATHOLIC COMMUNITY | ||||||||
| 12521 INWOOD RD | DALLAS | TX | 75244 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $12,500 | |
| WOMEN'S AUXILIARY TO THE CHILDREN'S MEDICAL CENTER | ||||||||
| 2777 N STEMMONS FREEWAY STE 700 | DALLAS | TX | 75207 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 | |
| DALLAS CHILDRENS ADVOCACY CENTER | ||||||||
| 3611 SWISS AVE | DALLAS | TX | 75204 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $150 | |
| ADVOCATES FOR COMMUNITY TRANSFORMATION | ||||||||
| PO BOX 225225 | DALLAS | TX | 75222 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |
| TRINITY PRESBYTERIAN CHURCH | ||||||||
| 4701 HEDGCOXE RD | PLANO | TX | 75024 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 | |
| CHILD AND FAMILY GUIDANCE CENTER | ||||||||
| 8915 HARRY HINES BLVD | DALLAS | TX | 75235 | N/A | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 735818 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $70,104 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,504 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,608 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 82608 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LESLIE T MERRICK 2006-1 GRAT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 GREENBRIAR | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 202591 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | SPDR GOLD TR-50 SHS | NoncashPropertyDescription |
| Fair Market Value | 202591 | FairMarketValue |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SMH CAPITAL BONDS | NameOfBond |
| EOY Book Value | 307118 | EOYBookValue |
| EOYFMV | 551163 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPDR GOLD TR - 50 SHS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 61653 | BookValue |
| EOYFMV | 202591 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LESLIE T MERRICK GRAT 2006-1 DIFFERENCE | $0 |
| BETWEEN BASIS & FMV | $140,938 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WIRE FEES | Description |
| Revenue And Expenses Per Books | 30 | RevenueAndExpensesPerBooks |
| Net Investment Income | 30 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| JPMORGAN TAX-EXEMPT INCOME | $37 |
| REIMBURSED NON CHARITABLE CONTRIBUTION | $0 |
| FROM 2009 | $5,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMH INVESTMENT MANAGEMENT FEES | Category |
| Amount | $7,622 | Amount |
| Net Investment Income | 7622 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | Category |
| Amount | $2,100 | Amount |
Comments